How to send a franchisee their upload and report portal link?

Written By Wade Millward (Super Administrator)

Updated at September 11th, 2024

Table of Contents

Key Steps:

  • Navigate to the franchisor or franchisee tab in the system.
  • Locate the specific franchisee by searching for their name or email address.
  • Click on the compliance tab to access information.
  • Find the unique URL or portal link for the franchisee.
  • Copy the unique URL.
  • Email the unique URL link to the franchisee.
  • Franchisee receives the link and can access the upload page.
  • Franchisee can view information about requirements and click on the detailed version to see issues with their certificate of insurance.